Dovetail: Customer insights platform that centralizes interviews and feedback, with AI transcription, analysis, search, and a research repository. Omnito: A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups into the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Dovetail when transcribing and analyzing user research interviews matters most, and Omnito when sales and service reps automating pre-call prep and post-call follow-ups matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Customer insights platform that centralizes interviews and feedback, with AI transcription, analysis, search, and a research repository.
A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups into the CRM.
Dovetail is a customer insights and research platform that centralizes qualitative data from user interviews, sales calls, support tickets, and research studies into a single repository powered by AI. Teams can upload or import interview recordings and let Dovetail handle AI transcription, then analyze the material to turn raw feedback into structured intelligence. Its AI capabilities include automatic analysis, AI chat and search across customer data, AI dashboards that visualize trends alongside business metrics, and AI docs for creating shareable outputs. The research repository organizes studies, transcripts, tags, and highlights so insights remain searchable and reusable across projects, and highlight reels let teams clip and share video evidence of key moments. Dovetail supports transcription in multiple languages and includes redaction of sensitive information for privacy. It connects to other tools through integrations and an API so customer signals can flow across a team's stack. Used by product, design, research, and customer experience teams, Dovetail aims to replace assumption-based decisions with evidence drawn directly from customer conversations and feedback. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Omnito is an AI-powered customer engagement platform that grew out of SUMO Scheduler, a long-standing Salesforce-native scheduling product, which rebranded to Omnito as it expanded beyond booking. The platform unifies scheduling, live chat, AI meeting intelligence, and omni-channel messaging, with its AI Notetaker as a central meeting capability. The Notetaker joins meetings on Zoom, Google Meet, and Microsoft Teams, then captures recordings, transcribes the conversation, generates summaries, and detects action items, pushing the outcomes directly into CRM records. Omnito offers a native Salesforce integration for teams needing deeper CRM workflow alignment, and it also states compatibility with other CRMs such as HubSpot and Microsoft Dynamics. Beyond note-taking, Omnito for Agentforce automates pre-call planning, note-taking, and post-call actions natively in Salesforce, and the platform includes engagement tools like an omni-channel shared inbox for chat, email, and SMS. By combining meeting capture and summarization with scheduling and follow-up automation inside the CRM, Omnito targets sales, support, and service professionals who want conversation notes, next-best actions, and contextual follow-ups handled within their existing Salesforce environment rather than in a separate standalone notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Dovetail is a free tier with paid upgrades (freemium); Omnito is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Dovetail | Omnito |
|---|---|---|
| Core capability | AI transcription of interview and meeting recordings | AI Notetaker that joins Zoom, Google Meet, and Microsoft Teams meetings |
| Standout feature | Automatic analysis that turns raw feedback into structured insights | Recording, transcription, summaries, and action-item detection |
| Team usage | AI chat and search across all customer data | Native Salesforce integration with notes and follow-ups pushed into the CRM |
| Integrations | Research repository for transcripts, tags, and highlights | Pre-call planning and post-call actions via Omnito for Agentforce |
| Languages & capture | Highlight reels and video clips of key moments | Stated compatibility with other CRMs such as HubSpot and Microsoft Dynamics |
| Best-fit workflow | AI dashboards, AI docs, and sensitive-information redaction | Combined scheduling, live chat, and omni-channel messaging in one platform |
Dovetail
Choose Dovetail if you need transcribing and analyzing user research interviews — strengths include centralizes interviews and feedback from many sources in one repository.
Omnito
Choose Omnito if you need salesforce teams logging meeting transcripts and summaries directly to records — strengths include deep salesforce-native integration keeps notes inside the crm.
Dovetail
Omnito
It depends on your workflow. Dovetail is strong for transcribing and analyzing user research interviews, while Omnito is strong for salesforce teams logging meeting transcripts and summaries directly to records. Both transcribe and summarize meetings.
Dovetail is a free tier with paid upgrades and Omnito is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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